New Budget, New Risks - Protect Your Legacy!

The recent budget changes have significant implications for inheritance tax and estate planning. Now more than ever, it’s essential to protect your assets and provide for your loved ones.

Our comprehensive services—covering Wills, Trusts, and Lasting Power of Attorney—help you make informed decisions and secure your family’s future. Let us guide you through creating a plan tailored to your unique needs.

98% of Clients Recommend Our Services

Friendly and Proffesional Services

20+ Years Experience in Estate Planning

Serving East of England & Surrounding Areas

Don't Delay! - Get Your Free Quote

Our Most Recent Customer Reviews

We’re proud to have officially achieved an “Excellent” rating by Google Reviews.

All reviews are from our customers in Essex and surrounding areas.

    
 
 
      Trustindex verifies that the original source of the review is Google. I recently had my estate and will sorted by Xcelsior Ltd, Darryl and Stacey give you the personal touch, I’m very happy with how they work, they now there job very well, other members of my family also use them and are extremely happy with there service, would thoroughly recommend.
  
 
    
   Ron Muschamp 
 2024-10-22
 
 
 
     Trustindex verifies that the original source of the review is Google. Very professional and extremely friendly service, offered us great advice and never felt pressured into any decisions, would definitely recommend,
  
 
    
   robert muschamp 
 2024-10-19
 
 
 
     Trustindex verifies that the original source of the review is Google. Always very helpful and explained all the LPA details for us and our family...if we have any future needs...we will contact you first. Thanks to all..Ann and Eric Melton
  
 
    
   eric 
 2024-09-29
 
 
 
     Trustindex verifies that the original source of the review is Google. We are an unmarried couple with children, and Darryl informed us of the risks and potential inheritance tax.  With the correct planning and Will with Trust, Darryl was able to reduce the risk for us and our children.
  
 
    
   Tom Wheeler 
 2022-04-12

Why Choose Xcelsior?

Tailored Guidance: We work closely with you to understand your goals and create a plan that’s right for you and your family.
Expert Knowledge of Current Legislation: With the recent budget changes, estate planning has never been more important. Our team stays up-to-date to provide you with relevant advice.
Comprehensive Solutions: Wills, Trusts, and LPAs – we offer everything you need to protect what matters most.

What Are the Dangers of Not Using a Professional?

Without expert help, estate planning errors can lead to disputes, unwanted costs, and unfulfilled wishes.
DIY estate planning risks errors, missed tax savings, and assets not reaching your intended heirs.
Without a professional, your estate plan may be incomplete, leaving family unprotected and your wishes unmet.

How Much Will it Cost?

We believe in transparency and flexibility when it comes to costs. That’s why we start with a free 30-minute consultation, arranged at a time that suits you. Whether you prefer a telephone or face-to-face appointment, we’re here to accommodate your needs.

Once we’ve discussed your specific requirements, we’ll provide you with a clear, tailored quote—no obligation, no pressure, just straightforward information to help you make the best decision for your estate planning

Ready to Secure
Your Future?

Serving Essex families with dedicated estate planning support. If you’re ready to secure your future, fill out our form and let’s get started.